13F HOLDINGS REPORT
Parsifal Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001776090-25-000005
Total Value
$1.18B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALBERTSONS COS INC | 013091103 | 7,081,341 | $152.3M | 12.91% |
| 2 | DOLLAR TREE INC | DLTR | 1,356,269 | $134.3M | 11.38% |
| 3 | 3M CO | MMM | 712,152 | $108.4M | 9.19% |
| 4 | SHARKNINJA INC | SN | 1,061,300 | $105.1M | 8.90% |
| 5 | SHARKNINJA INC | SN | 1,061,300 | $105.1M | 8.90% |
| 6 | HILTON GRAND VACATIONS INC | HGV | 2,491,420 | $103.5M | 8.77% |
| 7 | AVEPOINT INC | AVPT | 5,287,356 | $102.1M | 8.65% |
| 8 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 1,739,635 | $63.4M | 5.37% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 185,091 | $57.7M | 4.89% |
| 10 | NUTANIX INC | NTNX | 746,792 | $57.1M | 4.84% |
| 11 | GLOBUS MED INC | GMED | 852,761 | $50.3M | 4.26% |
| 12 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 2,900,630 | $48.6M | 4.12% |
| 13 | GXO LOGISTICS INCORPORATED | GXO | 835,500 | $40.7M | 3.45% |
| 14 | CORE SCIENTIFIC INC NEW | 21874A106 | 1,514,600 | $25.9M | 2.19% |
| 15 | CORE SCIENTIFIC INC NEW | 21874A106 | 1,514,600 | $25.9M | 2.19% |